Wealth Management Operations Coordinator

  • Farm Bureau Financial Services
  • West Des Moines, IA, United States
Finance Marketing

Job Description

Wealth Management Operations Coordinator

Do you pay great attention to detail, and have strong organizational and time management skills? Are you a team player with a positive "can-do" attitude? Do you have strong customer service skills and experience in the Broker/Dealer industry? If so, this Wealth Management Operations Coordinator opportunity could be a great fit for you!

Who We Are: At Farm Bureau Financial Services, we're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive. We're a financial services firm serving over 540,000 client members in 15 states. In 2018 FBFS launched Farm Bureau Wealth Management, allowing us to deliver another dimension of financial services to our client/members through financial planning and fee-based asset management.

What You'll Do: As a Wealth Management Operations Coordinator, you will work as part of a brokerage operations processing team to provide white-glove customer service by providing detailed, accurate and timely communications to ensure agent advisors, customers and internal staff are aware of the status of their accounts and service items. You will:

  • Respond to and resolve customer service requests via phone and email according to Farm Bureau policies and clearing firm guidelines in a prompt and efficient way.
  • Help train agents, advisors and their staff regarding operations-related functions.
  • Process new accounts, transfers of assets, deposits and account maintenance requests.
  • Ensure accuracy of processing functions and verify suitability and compliance.
  • Cross train in direct business and sales support.

What It Takes to Join Our Team:

  • Two years of relevant experience and previous experience with a broker dealer required.
  • FINRA Series 6 or 99 required. Special consideration given to Series 7, 26, 24, 53 and 66 exams or CLU/ChFC/CFP designations.
  • Must have strong computer skills (Word and Excel) required.
  • Must be knowledgeable regarding the application of current tax laws and regulations.
  • Strong analytical, problem solving, and training skills are required.
  • Oral and written communication skills.
  • Must be able to work 8am-4:30pm Monday - Friday from our office in West Des Moines, IA.

What We Offer You: When you're on our team, you get more than a great paycheck. You'll hear about career development and educational opportunities. We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun. Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and even an onsite medical clinic. Farm Bureau....where the grass really IS greener!

If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to apply today!

Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.

Apply Now